TrueERP wiki - User contributions [en]

33 Colour Preferences

2014-12-12T10:39:19Z

Dene:

'''Colour Preferences'''

'''Can you set your own colours for each ERP Module?'''

Click on the '''Employee''' module on the left of your main screen, then click on '''Colour Preferences''' function

on the right and choose the colours you want. If you don't like the changes you can do two things click on

'''Defaults''' or '''Reset All'''.

32 Transfer Employee Data

2014-12-12T10:29:24Z

Dene:

'''Transfer Employee Data'''

'''When would you use this button?'''

Click on the '''Employee''' module on the left of your main screen, then click on '''Transfer Employee Data'''

function on the right. Select the '''Employees from and to''' from the drop down lists.

Tick the data you want to '''Transfer''' and click Transfer.

31 Roster List

2014-12-12T10:24:08Z

Dene:

'''Roster List'''

'''Can you see the Start and Stop times for each "Clocked" Employee? '''

Click on the '''Employee''' module on the left of your '''Main Screen''', then click on '''Roster List''' function on the right. This will '''display''' the Start and Stop times for each "Clocked" Employee.

30 F8

2014-12-12T10:21:02Z

Dene:

'''F8'''

'''What does this shortcut open?'''

Select the '''Employee''' module on the left of the main screen. Then press '''F8''' on your keyboard. This

shortcut '''Opens''' a '''Clock on''' Window.

26 To Do List

2014-12-12T10:17:23Z

Dene:

'''To Do List'''

'''Can you create a "To Do" and action it from the list?'''

Click on the '''Employee''' module on the left of your main screen, then click on the '''To Do''' function on the right.

This will open a '''New''' To Do, enter all the relevant information.

To '''Action''' a '''To Do''' from the '''List''', click on the '''Employee''' module on the left of your main screen, then click on the '''To Do List''' function on the right.

Select the '''To do''' you want to '''Action''' and double click.

19a Reminders List

2014-12-12T10:13:33Z

Dene:

'''Reminders List'''

'''Can you action a Reminder from the list?'''

Click on the '''Reminders''' button at the bottom of your screen, this will open the '''List''' of '''Reminders'''.

To '''Action Reminders''' from the '''List''', double click on the reminder you want to action in the list.

18 List Date Range

2014-12-12T10:10:10Z

Dene:

'''List Date Range'''

'''Has the List Date Range options been explained when comparing speed to functionality?'''

When a list or report is opened '''E.g. Purchase Order List''', it will open with an auto date range setting that has been defined in the '''Employee Preferences'''.

*To adjust this auto date range go to '''Utilities - Preferences - Employee.'''
*'''Scroll''' down to '''Default Employee's List Date Range''' and set '''# Day Past''' and '''# Days Forward''' as required
*'''30 Days Past''' and '''5 Days Forward''' would be a typical setting
*Remember the '''Bigger''' the date range, the more information that is trying to be retrieved, which will slow down the system.
*The '''Smaller''' the date range the faster the information can be retrieved.
*When in any list, the date can easily be adjusted by clicking on the '''Drop Down Date Picker Menus.'''

17 Discount %

2014-12-12T10:06:19Z

Dene:

'''Discount %'''

'''Do you know the two places where the Maximum Allowed Discount % per Employee needs to be set?'''

1) Click the '''Employee''' module on the left of your main screen, then click on '''Employee Preferences'''. In the '''General''' window, scroll down to '''Maximum Allowed Discount Percentage''' and enter the '''Percentage''' allowed.

Or

2) Click the '''Utilities''' module on the left of your main screen, then click on '''Employee Preferences'''. In the '''General''' window, scroll down to '''Maximum Allowed Discount Percentage''' and enter the '''Percentage''' allowed.

17 Discount %

2014-12-12T10:05:12Z

Dene:

'''Discount %'''

'''Do you know the two places where the Maximum Allowed Discount % per Employee needs to be set?'''

1) Click the '''Employee''' module on the left of your main screen, then click on '''Employee Preferences'''.

In the '''General''' window, scroll down to '''Maximum Allowed Discount Percentage''' and enter the '''Percentage''' allowed.

Or

2) Click the '''Utilities''' module on the left of your main screen, then click on '''Employee Preferences'''.

In the '''General''' window, scroll down to '''Maximum Allowed Discount Percentage''' and enter the '''Percentage''' allowed.

16 Display Tick Boxes

2014-12-12T09:58:56Z

Dene:

'''Display Tick Boxes'''

'''Have the display options for Manufacturing and Sales been explained to you?'''

When checked Selecting a Customer in the Quote / Invoice / Sales Order will popup an '''Option to choose Multiple Pproducts''' from the '''Customers History'''.

This Option is applicable '''Only''' when the '''Company Level Preference''' is selected on the '''Sales''' page.

12 Skill Providors

2014-12-09T14:21:32Z

Dene:

'''Skill Providers '''

''Can you set up new Skills and Suppliers as Skill Providers?'''

To '''Set up new Skills and Suppliers as Skill Providers''' you must have '''Access''' to the employee module.

To create a '''New Skill''' click on the '''Employee Module''' on the '''Left''', and then on the '''Skills List''' function on the '''Right'''.

When the list opens, select the '''NEW''' button at the bottom of the screen. Type the '''New Skill''' in the Skill Name field and click '''Save'''. If you go back to the employee card this will now appear as one of the skills options in the drop down menu in the Skills / Attachments options.

To create a '''New Suppliers as Skill Providers''' click on the '''Employee Module''' on the '''Left''', and then on the '''Skills Providers List''' function on the '''Right'''.

When the list opens, select the '''NEW''' button at the bottom of the screen. This will open a '''New Supplier''' screen, complete the information and click '''Save'''. If you want to select a '''Supplier''' from your '''Existing''' Supplier list, tick the '''Show all Suppliers without Skills as Well''' box on the right side of the screen.

After Creating / Selecting an existing supplier click on the '''Add Skills''' button at the end of the window. In the '''Supplier screen''' in the '''Follow Ups/Skills''' tab select the '''Skill Name''' from the drop down menu and tick '''Active'''. Then Save the Supplier.

In the '''Skill Provider''' list the '''Skill''' will be listed next to the '''Provider'''.

12 Skill Providors

2014-12-09T14:15:16Z

Dene:

'''Skill Providers '''

''Can you set up new Skills and Suppliers as Skill Providers?'''

To '''Set up new Skills and Suppliers as Skill Providers''' you must have '''Access''' to the employee module.

To create a '''New Skill''' click on the '''Employee Module''' on the '''Left''', and then on the '''Skills List'''

function on the '''Right'''.

When the list opens, select the '''NEW''' button at the bottom of the screen. Type the '''New Skill''' in the Skill

Name window and click '''Save'''. If you go back to the employee card this will now appear as one of the skills

options in the drop down menu in the Skills / Attachments options.

To create a '''New Suppliers as Skill Providors''' click on the '''Employee Module''' on the '''Left''', and then

on the '''Skills Providers List''' function on the '''Right'''.

When the list opens, select the '''NEW''' button at the bottom of the screen. This will open a '''New Supplier'''

window, complete the information and click '''Save'''. If you want to select a '''Supplier''' from your

'''Existing''' Supplier list, tick the '''Show all Suppliers without Skills as Well''' box on the right side of the

window.

After Creating / Selecting an existing supplier click on the '''Add Skills''' button at the end of the window. In

the '''Supplier screen''' in the '''Follow Ups/Skills''' tab select the '''Skill Name''' from the drop down menu

and tick '''Active'''. Then Save the Supplier.

In the '''Skill Provider''' list the '''Skill''' will be listed next to the '''Provider'''.

11 Skills

2014-12-09T13:57:30Z

Dene:

'''Skills '''

'''Do you know how to set up and use Employee Skills?'''

To '''Set up and use Employee Skills''' you must have '''Access''' to the employee module.

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the

'''Right'''.

When the list opens, select the '''Employee''' you want to '''Set up and use''' the '''Employee Skills''' for.

Select the '''Skill / Attachment''' Button on the left, to '''Set up''' the '''Skills''' enter all the relevant

information at the '''Bottom''' of the screen in '''Skills''' window and '''Save'''

11 Skills

2014-12-09T13:51:45Z

Dene:

'''Skills '''

'''Do you know how to set up and use Employee Skills?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

To '''Set up and use Employee Skills''' you must have '''Access''' to the employee module.

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the

'''Right'''.

When the list opens, select the '''Employee''' you want to '''Set up and use''' the '''Employee Skills''' for.

Select the '''Skill / Attachment''' Button on the left, to '''Set up''' the '''Skills''' enter all the relevant

information at the '''Bottom''' of the screen in '''Skills''' window and '''Save'''

10 Attachments

2014-12-09T13:47:09Z

Dene:

'''Attachments '''

'''Do you know how to attach a HR document to the Employee Card?'''

To '''Attach a HR Document'''to the Employee card, you must have '''Access''' to the employee module.

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the '''Right'''.

When the list opens, select the '''Employee''' you want to '''Attach''' the '''HR Document''' to.

Select the '''Skill / Attachment''' Button on the left, then '''Click and Drag''' the document you want to '''Attach''' in the '''Attachments''' window.

When you want to '''View''' these attachments, double click to open.

9 Documents

2014-12-09T13:10:29Z

Dene:

'''Documents'''

'''Can you track and send Letters, Emails and SMS messages? '''

To '''Track Letters, Emails and SMS messages''', you must have '''Access''' to the employee module.

'''''You have to set up the '''Sms messages''' first in your '''Utilits / Preferences / Edi and Integration / SMS''' and '''Emails''' in the employee card.'''

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the '''Right'''.

When the list opens, select the '''Employee''' you want to set up for tracking their'''Letters, Emails and SMS messages'''.

On the Employee card select the '''Documents''' button on the '''Left'''. To '''Track''' these documents the ''User''' must send letters and emails from this window.

9 Documents

2014-12-09T13:08:28Z

Dene:

'''Documents'''

'''Can you track and send Letters, Emails and SMS messages? '''

To '''Track Letters, Emails and SMS messages''', you must have '''Access''' to the employee module. You have to set

up the '''Sms messages''' first in your '''Utilits / Preferences / Edi and Integration / SMS''' and '''Emails''' in the employee card.

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the '''Right'''.

When the list opens, select the '''Employee''' you want to set up for tracking their'''Letters, Emails and SMS messages'''.

On the Employee card select the '''Documents''' button on the '''Left'''. To '''Track''' these documents the ''User''' must send letters and emails from this window.

8 Google Calendar

2014-12-09T12:50:58Z

Dene:

'''Google Calendar'''

'''Do you know how to set up the employee to sync appointments with Google Calendar?'''

To set up ERP to sync your '''Google Calendar''', you must have '''Access''' to the employee module. You also have to check the following setting in '''Utilities / Preferences / EDI and

Integration'''. Scroll down to '''Google Calendar Synchronization''' the '''Sync with Google''' Box must be ticked o enable the integration between ERP and Google. If you have a Master Google

account you want to '''Sync''' your calendar with, the information must be completed in the '''Master Google Calendar''' options and the '''Sync with Google''' box ticked.

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the '''Right'''.

When the list opens, select the '''Employee''' you want to '''Set Up''' the '''Calendar Sync''' for.

On the Employee card select the '''Address''' button on the '''Left'''. On the far '''Right''' of your screen just below the '''Emails''' function at the top you have the '''Google Calendar'''

function. This is where you are going to enter the relevant information.

3 Easy steps to '''set up''' the '''Calendar Sync''':

'''1.''' Enter the employee '''Gmail Account''' address in the '''Email address''' information.
'''2.''' Enter the employee '''Gmail Account''' password in the '''Password''' information.
'''3.''' Tick the '''Sync with Google''' box and '''TEST'''

This should enable ERP to '''Sync''' your '''Google calendar''' with the '''ERP Calendar'''.

7 Emails

2014-12-09T12:28:43Z

Dene:

'''Emails'''

'''Can you configure ERP to track employee emails?? '''

To configure ERP to track '''Employee Emails''', you must have '''Access''' to the employee module.

To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the '''Right'''.

When the list opens, select the '''Employee''' you want to '''Configure''' the '''Email tracking''' for.

On the Employee card select the '''Address''' button on the '''Left'''. On the far '''Right''' of your screen you have the '''Emails''' function. This is where you are going to enter the relevant information. Make sure you '''Select''' the '''Employee address''' option after the email address was entered.

Then the '''Key''' to '''Tracking''' the emails.

'''1.''' Click on the '''Email Config''' button and enter all the relevant information. Ask your IT administrator for the information if you do not have it.

'''2.''' Tick the '''Track emails''' option.

This should set ERP to '''track''' your '''Employee Emails'''.

33 Colour Preferences

2014-12-09T12:06:56Z

Dene: Created page with "'''Colour Preferences''' '''Can you set your own colours for each ERP Module?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Colour Preferences'''

'''Can you set your own colours for each ERP Module?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

32 Transfer Employee Data

2014-12-09T12:06:38Z

Dene: Created page with "'''Transfer Employee Data''' '''When would you use this button?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Transfer Employee Data'''

'''When would you use this button?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

31 Roster List

2014-12-09T12:06:11Z

Dene: Created page with "'''Roster List''' '''Can you see the Start and Stop times for each "Clocked" Employee? ''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Roster List'''

'''Can you see the Start and Stop times for each "Clocked" Employee? '''

The '''answer''' to this will follow '''shortly''', please be patient with us.

30 F8

2014-12-09T12:05:55Z

Dene: Created page with "'''F8''' '''What does this shortcut open?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''F8'''

'''What does this shortcut open?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

29 Clock On/Off

2014-12-09T12:05:33Z

Dene: Created page with " Using the Clock On - Clock Off Can you clock in and out? Select F8 on your keyboard and this opens up the Clock on/off screen or simply select the Clock On Button in the..."

Using the
Clock On - Clock Off

Can you clock in and out?

Select F8 on your keyboard and this opens up the Clock on/off screen or simply select the Clock On
Button in the Employee Tab

Enter the employee number e.g. empl-01 (you will find the employee number by):
Employee Tab
Employee List - select the employee
Select Photo ID from the left hand tabs
Print Photo ID - This will then display the employee Number

To clock on simply key your employee number in e.g. emp-01and press enter, or scan your barcode
To clock off do the same as above

To view who is clocked on and off and what times, select the Roster List.

How to print an Employee Barcode and Print out a Photo ID

The Photo ID is not only great for security purposes but it can also be used as part of the Clock On, Clock Off ("F8") functionality, where they can
use the built in bundy clock. This then ties in with the roster system and feeds into payroll.

From the main menu select the employee tab then select the Employee List Button

Double click on Employee Name

Select Photo ID tab on the main menu list

Select the Add picture button to insert a photo. This will bring up a window where you can select a photo that
has previously been saved to a file, choose the file and double click to accept.

Use the Stretch button to adjust the photo to fit, use the delete button to remove a photo.

Set the validation dates for Valid from to the Valid to date

When photo is acceptable click on the Print Photo ID to print the ID

An Employee Barcode is automatically allocated to an employee when you add new employee. Select the Print Barcode tab
to print the barcode.

28 Roster to Calendar

2014-12-09T12:05:08Z

Dene: Created page with "'''Calendar / Roster''' Has the interaction between the '''Main Calendar''' and the '''Roster''' been explained? In particular, how days marked as '''Unavailable '''on the ''..."

'''Calendar / Roster'''

Has the interaction between the '''Main Calendar''' and the '''Roster''' been explained? In particular, how days marked as '''Unavailable '''on the '''Roster''' are displayed in the '''Main Calendar'''.

When a day has been marked as '''Unavailable''' in the Roster for an employee, that particular day will be displayed blocked out in the '''Main Calendar''' and will not be able to have any '''Appointments''' asigned to that day for the employee.

Load Hours from Roster

This information defines how Rosters Work. Rosters define what hours an employee should work and the Clock ON / Clock Off feature records actual hours worked and can be linked directly to pays.

Use Clocked Hours - When copying to Payroll use clocked hours rather than rostered hours Ignore Early Start - Don't copy hours prior to the rostered start time into payroll Ignore Late Finish - Don't copy hours after the rostered finish time into payroll

27 Add to the Roster

2014-12-09T12:04:49Z

Dene: Created page with "'''Add to the Roster''' Can you add sick leave to the Roster? *From the '''Main Menu''' screen select the '''Employee''' module button. *Select the '''Roster''' button. '..."

'''Add to the Roster'''

Can you add sick leave to the Roster?

*From the '''Main Menu''' screen select the '''Employee''' module button.
*Select the '''Roster''' button. '''Right Click''' and drag across the required dates for a selected employee.
*'''Right''' click on the highlighted dates and select from the displayed options '''E.g. Annual Leave'''
*When a day has been marked as '''Unavailable''' in the roster for an employee, that particular day will be displayed blocked out in the '''Main Calendar''' and will not be able to have any appointments asigned to that day for the employee.

26 To Do List

2014-12-09T12:04:31Z

Dene: Created page with "'''To Do List''' '''Can you create a "To Do" and action it from the list?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''To Do List'''

'''Can you create a "To Do" and action it from the list?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

25 Employee Services

2014-12-09T12:04:06Z

Dene: Created page with "'''Employee Services''' What is an Employee Service? '''Employee Services''' gives the User the ability to create chargeable Services linked to a product, '''E.g. Product =..."

'''Employee Services'''

What is an Employee Service?

'''Employee Services''' gives the User the ability to create chargeable Services linked to a product, '''E.g. Product = Labour''' and you can set up multiple services such as Electrical, Mechanical, Plumber etc. You can create multiple other type products specific to each service that you provide, and link these to each Service respectively.

'''The Employee Service''' is directly linked to the '''Timesheet Entry '''allowing each service job to be recorded and paid separately. This also enables you to record the job profitability for each Customer job.

An '''Employee Service''' is the service rate charged per hour to your Customers for services rendered.

'''Fixed Rate Service''' is a fixed rate that will be charged out irrespective of the number of hours spent on the job.

To create an employee service see Employee Services

24 Fixed Rate Service

2014-12-09T12:03:45Z

Dene: Created page with "'''Fixed Rate Service''' What is a Service? '''Services''' gives the User the ability to create chargeable Services linked to a product, E<..."

'''Fixed Rate Service'''

What is a Service?

'''Services''' gives the User the ability to create chargeable Services linked to a product, E'''.g. Product = Labour''' and you can set up multiple services such as Electrical, Mechanical, Plumber etc. You can create multiple other type products specific to each service that you provide, and link these to each Service respectively.

*The '''Employee Service''' is directly linked to the '''Timesheet Entry''' allowing each service job to be recorded and paid separately.
*This enables you to record the '''Job Profitability''' for each Customer job.
*'''A Service''' is the service rate charged per hour to your Customers for services rendered.
*'''Fixed Rate Service''' is a fixed rate that will be charged out irrespective of the number of hours spent on the job.

23 Rep Services

2014-12-09T12:03:21Z

Dene: Created page with "'''Representative Services''' What is an Rep Service? '''Rep Services''' gives the User the ability to create chargeable Services linked to a product, '''E.g. Product..."

'''Representative Services'''

 What is an Rep Service?

'''Rep Services''' gives the User the ability to create chargeable Services linked to a product, '''E.g. Product = Labour '''and you can set up multiple services such as Electrical, Mechanical, Plumber etc. You can create multiple other type products specific to each service that you provide, and link these to each Service respectively.

*From the '''Main Menu''' select the '''Employee''' button
*Select '''Services - Rep''' to open the '''Rep Services List''' from here you can search excisting services, edit and add new ones.
*Select the '''New '''button at the bottom of the screen, type in the '''Service Description''' and '''Charge Rate'''.
*A '''Rep Service''' is charged per hour to your Customers for services rendered.
*Tick '''Is Fixed Rate''' for a '''Fixed Rate Service''' that will be charged out irrespective of the number of hours spent on the job.

22 Creating a Representative

2014-12-09T12:02:41Z

Dene: Created page with "'''Creating a Representative''' Can you create a new Rep'? '''All''' reps need to be firstly set up as an'''Employee''' with all relevant information. This will copy over w..."

'''Creating a Representative'''

Can you create a new Rep'?

'''All''' reps need to be firstly set up as an'''Employee''' with all relevant information. This will copy over when a new '''Rep''' is created.

*In the'''Main Menu '''select '''Employee''' and then select the '''New Rep''' button.
*At the top of the page under '''Representative''' you will find a '''Drop Down Menu''' click on this to see all '''Employees'''.
*Select the '''Employee '''you need to change to a '''New Rep'''. This will transfer all relevant details from the '''Employee Card''' 
*When you select the '''Employee''' you should make sure that all of the '''Address Info''' details are correct.
*The '''Rate Info''' tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an '''Appointment''' should the need arise.
*All '''Appointments''' that have been created for a Rep will be displayed in the '''History Tab.'''
*Once the '''Rep''' has been created and all is correct, click the '''Save''' Button to save all details.

21 Rep v Employee

2014-12-09T12:02:14Z

Dene: Created page with "'''Rep v Employee''' Do you understand the difference between a '''Rep''' and an '''Employee'''? To enable an '''Employee''' to have appointments asigned to them and then..."

'''Rep v Employee'''

Do you understand the difference between a '''Rep''' and an '''Employee'''?

To enable an '''Employee''' to have appointments asigned to them and then be added to the '''Main Calendar''' they also need to be set up as a '''Rep'''.

*From the '''Main Menu''' Select the '''Rep''' Button
*Select an existing '''Employee''' from the Drop Down Menu and add any additional information or '''Notes''' as required.
*Click '''Save'''

20 Display Re-set

2014-12-09T12:01:50Z

Dene: Created page with "'''Display Reset''' Can you reset your personal display settings back to the default setting? Within most forms and lists within ERP each user can setup their own fields, c..."

'''Display Reset'''

Can you reset your personal display settings back to the default setting?

Within most forms and lists within ERP each user can setup their own fields, column, colours etc to suit their exact requirements. The '''Delete Display Prefs''' button on the '''Employee Card''' will remove these personal setting and reset the fields, column, colours etc back to the '''Global '''settings for the company file.

*From the ERP '''Main Menu''' select the '''Employee''' module button
*Click on the '''Employee List''' and double click on the required employee
*Select the '''Information''' button on the left hand menu and Click on the '''Delete Display Prefs''' button

19a Reminders List

2014-12-09T12:01:28Z

Dene: Created page with "'''Reminders List''' '''Can you action a Reminder from the list?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Reminders List'''

'''Can you action a Reminder from the list?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

19 Reminders

2014-12-09T12:01:12Z

Dene: Created page with "'''Reminders''' How do you display these repairs in your reminders screen? When you create repeat or regular repairs and servicing they will automatically be added to the..."

'''Reminders'''

How do you display these repairs in your reminders screen?

When you create repeat or regular repairs and servicing they will automatically be added to the '''Reminders List''' 

*From the '''Main Menu '''Select the '''Workshop Module''' 
*Select the '''Reminders''' button at the bottom of the screen from here you can now see all reminders including repeat repairs

18 List Date Range

2014-12-09T12:00:47Z

Dene: Created page with "'''List Date Range''' '''Has the List Date Range options been explained when comparing speed to functionality?''' The '''answer''' to this will follow '''shortly''', pleas..."

'''List Date Range'''

'''Has the List Date Range options been explained when comparing speed to functionality?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

17 Discount %

2014-12-09T12:00:24Z

Dene: Created page with "'''Discount %''' '''Do you know the two places where the Maximum Allowed Discount % per Employee needs to be set?''' The '''answer''' to this will follow '''shortly''', pl..."

'''Discount %'''

'''Do you know the two places where the Maximum Allowed Discount % per Employee needs to be set?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

16 Display Tick Boxes

2014-12-09T12:00:05Z

Dene: Created page with "'''Display Tick Boxes''' '''Have the display options for Manufacturing and Sales been explained to you?''' The '''answer''' to this will follow '''shortly''', please be pa..."

'''Display Tick Boxes'''

'''Have the display options for Manufacturing and Sales been explained to you?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

15 Search Colour

2014-12-09T11:59:47Z

Dene: Created page with "'''Search Colour''' Can you set your own search Colour? *From the ERP '''Main Screen''' select the '''Employee''' module button *Select the '''Personal Preferences''' But..."

'''Search Colour'''

Can you set your own search Colour?

*From the ERP '''Main Screen''' select the '''Employee''' module button
*Select the '''Personal Preferences''' Button
*Click on the '''Set Colour Default '''button
*Select the preferred background '''Colour''' for list items that meet your search criteria and select '''OK'''.

14 Personal Preferences

2014-12-09T11:59:24Z

Dene: Created page with "'''Personal Preferences''' Do you know how to set the personal Preferences for each Employee? From the '''Main Screen''' select the '''Employee''' Button then select the '..."

'''Personal Preferences'''

Do you know how to set the personal Preferences for each Employee?

From the '''Main Screen''' select the '''Employee''' Button then select the '''Personal Preferences''' Button '''or''' from the '''Top Menu''' bar  select '''Utilities''' - '''Preferences''' - '''Employee.'''

To access particular areas in '''Preferences''' click on the drop down menu at top left under '''Search''' or use the '''Red Scroll''' bar to the right of screen.

'''General '''

*'''Load POS at Logon''' - Load POS interface automatically at logon for employees who mainly use POS. 
*'''Show Print Dialog''' - Display the system Print Dialog whenever printing - Allows selection of alternate printer 
*'''Show Preview''' - Show a preview of documents when printing. This also allows access to modify printouts via Report Options
*'''Enable Department Warning''' - If enabled, a warning will display whenever an employee tries to create a transaction on a product not associated with the employee's Department
*'''Email - Prompt for Attachments''' When sending emails via the ERP Email/Fax server, ERP will ask if you wish to send an attachment. This is not required to be selected if using an Email Client such as Outlook
*'''Payroll Access''' - Display or hide payroll related screens. This does not overide Payroll access levels, it only controls the screens displayed. 
*'''Show Video Menu at Startup''' - Displays the Training Video menu after logging in. 
*''' User Default Lists Search Selection Colour''' - Select the preferred background colour for list items that meet your search criteria.
*'''Default Employee's List Date Range -''' Select the number of days both into the past and into the future that you wish to display by default in reports and lists
*'''Active Windows - Off''' Don't show minimised or hidden windows. 
*'''Auto-popup''' - A list of active windows will display in a popup window at the bottom of your screen. Popup is always on if there are any active screens 
*'''Click on Status''' - A list of active windows will display in a popup window at the bottom of your screen. '''Popup''' is activated by left clicking the ERP task bar
*'''Days in Advance for Reminder to Appear -''' From the list displayed select the items that you wish to be reminded of and the number of days advance warning that you require for the reminded activity
*'''Don't Show Reminders after days overdue''' - Hide reminders that have not been completed after a selected number of days. This is generally not good practice. In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date. 
*'''Roster / Calendar Clock''' - Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.

13 Photo ID

2014-12-09T11:58:48Z

Dene: Created page with "= Overview = '''Photo ID''' '''Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee?''' To Print an employee's barcode and Photo ID. * Go to Employe..."

= Overview =

'''Photo ID'''

'''Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee?'''

To Print an employee's barcode and Photo ID.

* Go to Employee Module.
* Select Employee List.
* Double click an employee from the '''Employee List''' to open Employee Card.
* Select Photo ID from the tabs available on the left in the Employee Card.
* To Print Barcode and ID click '''Print ID'''

The '''Employee Photo ID''' is a template which can be designed as per the requirements by going to '''Reports''' from windows top menu and select '''Templates'''. This will open Customise Template window. Search '''Employee Photo ID''' template and double click to open and edit it.

12 Skill Providors

2014-12-09T11:58:27Z

Dene: Created page with "'''Skill Providors ''' ''Can you set up new Skills and Suppliers as Skill Providors?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Skill Providors '''

''Can you set up new Skills and Suppliers as Skill Providors?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

11 Skills

2014-12-09T11:58:05Z

Dene: Created page with "'''Skills ''' '''Do you know how to set up and use Employee Skills?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Skills '''

'''Do you know how to set up and use Employee Skills?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

10 Attachments

2014-12-09T11:57:43Z

Dene: Created page with "'''Attachments ''' '''Do you know how to attach a HR document to the Employee Card?''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Attachments '''

'''Do you know how to attach a HR document to the Employee Card?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

9 Documents

2014-12-09T11:57:15Z

Dene: Created page with "'''Google Calendar''' '''Do you know how to set up the employee to synch appointments with Google Calendar?''' The '''answer''' to this will follow '''shortly''', please b..."

'''Google Calendar'''

'''Do you know how to set up the employee to synch appointments with Google Calendar?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

8 Google Calendar

2014-12-09T11:56:55Z

'''Google Calendar'''

'''Do you know how to set up the employee to synch appointments with Google Calendar?'''

The '''answer''' to this will follow '''shortly''', please be patient with us.

7 Emails

2014-12-09T11:56:30Z

Dene: Created page with "'''Emails''' '''Can you configure ERP to track employee emails?? ''' The '''answer''' to this will follow '''shortly''', please be patient with us."

'''Emails'''

'''Can you configure ERP to track employee emails?? '''

The '''answer''' to this will follow '''shortly''', please be patient with us.

6 Assign to a Department

2014-12-09T11:56:10Z

Dene: Created page with "'''Assign and Manage Access Levels''' Do you know how to assign and manage Access Levels? *When entering a new employee, assign a password and click on '''Access Levels'''..."

'''Assign and Manage Access Levels'''

Do you know how to assign and manage Access Levels?

*When entering a new employee, assign a password and click on '''Access Levels'''.
*Select the '''Employee Name''' from the drop down menu and Select '''Copy From''' - to transfer access levels from an employee already set up  with the same access levels.
*Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suit the employee. 
*Select the '''Accounting''' fields that the employee is to have access to from the main menu, '''E.g. Accounts, Payroll''' etc. Double click in the column to choose the access options for an appropriate subject.
*'''No Access''' Cannot access at all 
*'''Read Only''' Can read only 
*'''Create & Read''' Can create and also read 
*'''Full without Delete''' Can create read but cannot delete a transaction. 
*'''Full with Delete''' Can create read and delete transactions
*Double click on the column line to '''Select''' or '''Deselect''' an access level for a particular field & click '''Save'''

'''N.B.''' The Access levels can be amended at any time through the Access Level Button within the Employee Tab main screen, by an Employee with Full Access (Normally the System Administrator or Manager).

5 Access levels - After an Update

2014-12-09T11:55:52Z

Dene: Created page with "'''Access Levels after an Update''' Do you understand why Access Levels are to be reviewed after an update? If there has been an additional '''Module''' or '''Function''' a..."

'''Access Levels after an Update'''

Do you understand why Access Levels are to be reviewed after an update?

If there has been an additional '''Module''' or '''Function''' added to the ERP Software Suite then '''Access Levels''' will need to be reviewed to manage correct levels for each employee.

'''N.B.''' Any adjustments should be done after an update has been installed on the computer, as by default the access level for the new module or function are set to null. (Nothing set, so the default is no access)

4 Access Levels

2014-12-09T11:55:25Z